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iShares Russell 1000 ETF
IWB

Overview Fund Activity

506 hedge funds and large institutions have $13.9B invested in iShares Russell 1000 ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 145 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
12.62%
Holding in Top 10
71
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.77%
New
48
Increased
145
Reduced
186
Closed
34
Calls
$53.7M
Puts
$6.29M
Net Calls
+$47.4M
Net Calls Change
+$46.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.92B
2
QI
QS Investors
New York
+$106M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$74.7M
4
MRC
Millburn Ridgefield Corp
New York
+$59.7M
5
CCA
Catalyst Capital Advisors
New York
+$59.7M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$1.18B
2
Bank of America
Bank of America
North Carolina
-$122M
3
Morgan Stanley
Morgan Stanley
New York
-$114M
4
AssetMark Inc
AssetMark Inc
California
-$98.6M
5
LPL Financial
LPL Financial
California
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$109M -$29.8M -227,553 -21%
Citigroup
27
Citigroup
New York
$107M +$17.5M +133,016 +20%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$107M +$24.6M +187,534 +30%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$101M -$5.06M -38,474 -5%
UBS Group
30
UBS Group
Switzerland
$99M +$967K +7,371 +1%
HHGA
31
Halbert Hargrove Global Advisors
California
$98.2M +$89.9K +685 +0.1%
Goldman Sachs
32
Goldman Sachs
New York
$89.2M -$26.9M -204,969 -23%
RC
33
Rinet Company
Massachusetts
$88.6M +$2.63M +20,034 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$86.9M +$11.2M +85,074 +15%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$85.1M -$178K -1,357 -0.2%
GMA
36
Goldstein Munger & Associates
California
$82.8M -$5.31M -40,490 -6%
BOS
37
Bingham Osborn & Scarborough
California
$69.1M +$579K +4,408 +0.8%
Creative Planning
38
Creative Planning
Kansas
$62.9M -$1.13M -8,600 -2%
TC
39
Telemus Capital
Michigan
$61M -$13.6M -103,381 -18%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$56.1M -$15.9M -121,407 -22%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$53.7M +$2.94M +22,384 +6%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$48.3M +$3.59M +27,360 +8%
CG
43
Cutler Group
California
$46.6M +$46.5M +354,284 +39,365%
Ameriprise
44
Ameriprise
Minnesota
$45.3M +$5.81M +44,400 +15%
IC
45
Iconiq Capital
California
$44.3M -$3.79M -28,895 -8%
BP
46
Ballentine Partners
Massachusetts
$43M -$531K -4,042 -1%
BFPW
47
BOK Financial Private Wealth
Colorado
$40.4M -$2.81M -21,377 -7%
ANTB
48
AMG National Trust Bank
Colorado
$40.1M +$367K +2,794 +0.9%
BJL
49
Brighton Jones LLC
Washington
$36.8M +$14.8M +112,582 +67%
TMNFIC
50
Tokio Marine & Nichido Fire Insurance Company
Japan
$36.1M – – –
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